Davis Advisors
Danielle Irwin is a seasoned professional with over two decades of experience in financial services. Currently serving as a Senior Regional Representative at Davis Advisors since October 1999, Danielle focuses on mutual fund, active ETFs, and institutional sales by cultivating relationships with financial advisors and managing regional objectives. Previous roles include Marketing Assistant, where Danielle facilitated sales efforts and coordinated client events, and Senior Teller at Bank of America, where customer service and product sales were key responsibilities. Early career experience includes training and supervisory roles at Plunkett's Office Products and Hallmark and a position as Third Key at 5-7-9 Shops. Danielle holds a Bachelor of Arts in Communication from the University of Arizona and is a Chartered Mutual Fund Counselor from the College for Financial Planning.
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Davis Advisors
• An independent, employee-owned investment management firm founded in 1969. • A time-tested investment discipline offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds. • Founded more than 50 years ago, our mission has been to serve our shareholders with high integrity. How We Seek to Compound Long-Term Wealth • We employ a patient, long-term investment approach. • We seek to beat the index, not mirror it. True active management, high-conviction and benchmark-agnostic. • We believe stocks represent ownership interests in businesses and therefore we rigorously research company fundamentals. • We are highly sensitive to valuation, as price can be critical in generating attractive long-term investment results. --------------------------- An investor should consider the investment objectives, risks, charges, and expenses of the Funds carefully before investing. The prospectuses contain this and other information about the Funds. You can obtain a current prospectus calling 800‑279‑0279. Please read the prospectus or summary prospectus carefully before investing or sending money. Investing involves risks including possible loss of principal.